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Hey, this is George with REI Strategy, and congratulations on booking a call with us! I want to ensure you get the most out of the call and are able to hit the ground running with clarity, so there IS some homework. This is really important and hopefully informative for you, and that’s why I want to walk you through the Pre-Call homework.
But first, make sure you check your inbox for the appointment confirmation and add it to your calendar. We DON’T like to do reschedules, but there is a link inside that email that will allow you to do that. If you need to re-schedule, please do so 48 hours before your appointment. Having said that, if you don’t show up to the call without prior notification, you will not be able to get on our calendar again. So it’s important to show up and uphold your commitment because I have an advisor that will be waiting to call you at the number you’ve given.
Alright, moving on to the pre-call homework… On this page, there is a secured form that will allow us to capture key information. The form should take you about 5-10 minutes to fill out, and it’s important you complete this because having this info prior to our call will allow us to come prepared to show you the best strategy for you. So go ahead, fill it out, and we’ll talk soon.
